Retirement Plan Sales Strategist - Bay Area

Capital Group; San Francisco (CA); In loco; USD 68.000 - 83.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health benefits

Paid time off

Retirement plan

Bonuses and commissions

Descrizione del lavoro

Capital Group in the San Francisco Bay Area is seeking a Retirement Plan Counselor to lead retirement plan sales initiatives and partner with Wealth Management Wholesalers to serve brokerage representatives. You will build lasting relationships, present effectively, and drive sponsor/investor outcomes.

The role requires Series 7, 63, 66 licenses (or equivalents) and relevant designations (AIF/AIFA/PPC/CIMA/CFA). Base salary with commissions/bonuses is offered, with strong earning potential.

Competenze

• Must have broad knowledge and proven track record of sales in the mutual fund and retirement plan space.
• Strong ability to build long-term relationships with clients and intermediaries.
• Licenses and designations listed in qualifications are required or preferred.

Mansioni

• Lead sales initiatives in the Retirement Plan Sales market in the SF Bay Area.
• Partner with Wealth Management Wholesalers to drive Capital Client Group presence and results.
• Deliver motivational and informative presentations and employ consultative selling with intermediaries.

Conoscenze

Sales experience

Financial services

Communication

Mutual funds

Formazione

Series 7, 63, 66 licenses

AIF/AIFA/PPC/CIMA/CFA designations

Descrizione del lavoro

Capital Group in the San Francisco Bay Area is seeking a Retirement Plan Counselor to lead retirement plan sales initiatives and partner with Wealth Management Wholesalers to serve brokerage representatives. You will build lasting relationships, present effectively, and drive sponsor/investor outcomes.

The role requires Series 7, 63, 66 licenses (or equivalents) and relevant designations (AIF/AIFA/PPC/CIMA/CFA). Base salary with commissions/bonuses is offered, with strong earning potential.